Us Advisors Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History

Us Advisors Wealth Management, LLC

$308 Million
Q4 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 9,492 shares of SPSM stock, worth $399,518. This represents 0.14% of its overall portfolio holdings.

Number of Shares

9,492

Previous 9,928 4.39%

Holding current value

$399,518

Previous $450,000 5.33%

% of portfolio

0.14%

Previous 0.16%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	SELL	$44.33 - $49.55 $19,327 - $21,603	-436 Reduced 4.39%	9,492 $426,000
Q3 2024 Nov 07, 2024	SELL	$41.02 - $46.01 $99,104 - $111,160	-2,416 Reduced 19.57%	9,928 $450,000
Q2 2024 Aug 06, 2024	SELL	$39.75 - $43.15 $182,651 - $198,274	-4,595 Reduced 27.13%	12,344 $512,000
Q4 2023 Feb 12, 2024	SELL	$34.3 - $42.83 $705,928 - $881,484	-20,581 Reduced 54.85%	16,939 $714,000
Q3 2023 Nov 09, 2023	SELL	$36.35 - $41.02 $2,144 - $2,420	-59 Reduced 0.16%	37,520 $1.38 Million
Q2 2023 Aug 01, 2023	BUY	$35.57 - $38.94 $56,769 - $62,148	1,596 Added 4.44%	37,579 $1.47 Million
Q1 2023 Apr 13, 2023	SELL	$36.04 - $42.08 $124,554 - $145,428	-3,456 Reduced 8.76%	35,983 $1.36 Million
Q4 2022 Feb 10, 2023	BUY	$34.79 - $39.85 $904 - $1,036	26 Added 0.07%	39,439 $1.46 Million
Q3 2022 Nov 14, 2022	SELL	$33.99 - $41.52 $4,486 - $5,480	-132 Reduced 0.33%	39,413 $1.34 Million
Q2 2022 Aug 12, 2022	BUY	$34.83 - $42.53 $34,586 - $42,232	993 Added 2.58%	39,545 $1.42 Million
Q1 2022 Jun 08, 2022	BUY	$39.91 - $45.5 $54,277 - $61,880	1,360 Added 3.66%	38,552 $1.62 Million
Q4 2021 Feb 14, 2022	BUY	$42.23 - $46.94 $132,559 - $147,344	3,139 Added 9.22%	37,192 $1.66 Million
Q3 2021 Nov 03, 2021	BUY	$40.71 - $44.23 $121,926 - $132,468	2,995 Added 9.64%	34,053 $1.45 Million
Q2 2021 Aug 09, 2021	BUY	$41.43 - $45.3 $197,662 - $216,126	4,771 Added 18.15%	31,058 $1.36 Million
Q1 2021 May 11, 2021	SELL	$35.43 - $44.75 $376,550 - $475,603	-10,628 Reduced 28.79%	26,287 $1.11 Million
Q4 2020 Feb 11, 2021	BUY	$27.77 - $35.98 $1.03 Million - $1.33 Million	36,915 New	36,915 $1.32 Million

Others Institutions Holding SPSM

# of Institutions

976

Shares Held

216M

Call Options Held

94.2K

Put Options Held

14.4K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Us Advisors Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History